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Portfolio (Quarterly) Guide ↗

BIRCHBROOK, INC.

· CIK 0002071468
13F Portfolio $204M AUM 291 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 46 Added 67 Reduced 22 Exited
Page 4 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IXUS ISHARES TR 3,987.0 $345K 0.17% $86.64 +11.5%
62 MCD MCDONALDS CORP Consumer Cyclical 1,091.0 $339K 0.17% -75.0 -6.4% $310.79 -9.6%
63 EFA ISHARES TR 3,309.0 $321K 0.16% +820.0 +32.9% $97.13 +7.9%
64 MRK MERCK & CO INC Healthcare 2,580.0 $310K 0.15% -143.0 -5.2% $120.29 +0.4%
65 SCHA SCHWAB STRATEGIC TR 10,520.0 $306K 0.15% $29.08 +16.7%
66 SUSA ISHARES TR 2,280.0 $301K 0.15% -1K -36.1% $132.10 +15.3%
67 INTC INTEL CORP Technology 6,462.0 $285K 0.14% $44.13 +172.6%
68 CAT CATERPILLAR INC Industrials 400.0 $283K 0.14% $708.46 +28.3%
69 EAGG ISHARES TR 5,920.0 $282K 0.14% +114.0 +2.0% $47.55 -0.5%
70 AMAT APPLIED MATLS INC Technology 800.0 $273K 0.13% $341.79 +30.7%
71 AMGN AMGEN INC Healthcare 750.0 $264K 0.13% -21.0 -2.7% $351.85 -4.1%
72 GE GE AEROSPACE Industrials 868.0 $246K 0.12% $283.77 +12.4%
73 KO COCA COLA CO Consumer Defensive 3,127.0 $238K 0.12% -305.0 -8.9% $76.05 +7.8%
74 VWO VANGUARD INTL EQUITY INDEX F 4,360.0 $236K 0.12% $54.05 +11.6%
75 CSCO CISCO SYS INC Technology 2,911.0 $226K 0.11% -58.0 -1.9% $77.58 +54.5%
76 HD HOME DEPOT INC Consumer Cyclical 660.0 $217K 0.11% -60.0 -8.3% $328.89 -3.5%
77 ITW ILLINOIS TOOL WKS INC Industrials 800.0 $208K 0.10% $260.29 -3.6%
78 NOC NORTHROP GRUMMAN CORP Industrials 300.0 $205K 0.10% $682.24 -18.9%
79 SCHW SCHWAB CHARLES CORP Financial Services 2,167.0 $204K 0.10% $93.98 -8.6%
80 FNLC FIRST BANCORP INC ME Financial Services 7,000.0 $196K 0.10% +7K +10000.0% $28.03 +4.2%
Page 4 of 15  ·  291 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.5%
Healthcare 13.9%
Communication Services 12.4%
Financial Services 11.0%
Industrials 10.9%
Consumer Defensive 9.6%
Consumer Cyclical 8.2%
Energy 7.0%
Utilities 0.9%
Basic Materials 0.4%